Wealth Management Associate: Client Growth & Service

Royal Bank of Canada; Toronto; On-site; CAD 38,000 - 50,000; Full time

Benefits offered by this job

Total rewards program

Coaching and development opportunities

World-class training program

Job summary

RBC Dominion Securities in Canada’s financial hub Toronto is seeking a Senior Associate to join our Wealth Management team. You will coordinate meetings, support the Investment Advisor, and help deepen client relationships with a client-first approach.

You will collaborate across departments, conduct market research, and contribute to business plans and client service strategies. A growth mindset and strong communication are essential for success in this collaborative, high-performing

Qualifications

• Canadian Investment Regulatory Exam, CIRE.
• University degree.
• A self-directed individual with a growth and goals-oriented mindset.
• Exceptional written and verbal communication skills.
• 4+ years of professional experience within investment industry (nice-to-have).
• Meticulous attention to detail and strong problem solving and analytical skills (nice-to-have).
• Highly-developed client service skills (nice-to-have).

Responsibilities

• Coordinate meetings and events for the Investment Advisor with clients and prospects; prepare documentation and follow-up.
• Provide proactive client service with problem-resolution focus and liaise with departments for execution.
• Respond to client account inquiries and ensure follow-up.
• Help build business plans, client segmentation, and client service plans.
• Identify opportunities for asset consolidation and referrals among existing clients.
• Deepen relationships with Centers of Influence (COIs) through ongoing management.
• Conduct ongoing market and investment research and provide updates to the advisory team.
• Support Wealth Management processes and coordinate with specialists to track progress.

Skills

Account Management

Customer Success

Decision Making

Financial Regulation

Group Problem Solving

Interpersonal Relationships

Investment Risk Management

Education

University degree

Job description

RBC Dominion Securities in Canada’s financial hub Toronto is seeking a Senior Associate to join our Wealth Management team. You will coordinate meetings, support the Investment Advisor, and help deepen client relationships with a client-first approach.

You will collaborate across departments, conduct market research, and contribute to business plans and client service strategies. A growth mindset and strong communication are essential for success in this collaborative, high-performing